by John Mauldin | Sep 24, 2021 | alerts, Markets/Economy, Mauldin Economics
I have written several letters on the theme that the best investment posture is cautious optimism. Pessimism and bearishness never get you in the game, while untamed optimism means that at some point, you’ll have a serious setback. The cautiously optimistic investor...
by Lance Roberts | Sep 21, 2021 | alerts, Markets/Economy, Real Investment Advice
On Monday, stocks solidly cracked below the 50-dma, but the bounce off the lows has investors asking if it’s “time to buy?” The sell-off was not unexpected. As I discussed in “Investors Fail To Buy The Dip:” “We can attribute the weakness on Friday to ‘quadruple...
by Lance Roberts | Sep 18, 2021 | alerts, Markets/Economy, Real Investment Advice
In this 09-17-21 issue of “‘Investors Fail To BTFD As They Await Fed Taper.“ Investors Fail To BTFD The Slope Of Hope A Reason The Fed Can’t Taper…Yet Portfolio Positioning Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In,...
by John Mauldin | Sep 17, 2021 | alerts, Markets/Economy, Mauldin Economics
If the inflation numbers leave you scratching your head, join the club. The August data was especially perplexing. The Producer Price Index came in hot, up 8.3% in the last year, inviting 1970s comparisons. Obviously, our current situation is different in many ways....
by Lance Roberts | Sep 14, 2021 | alerts, Markets/Economy, Real Investment Advice
Are there too many “bears” looking for a correction? When it comes to financial markets, there is one truism as noted in Bob Farrell’s famous investment rules: “When all experts agree, something else tends to happen.” Such makes perfect sense given that the “market”...
by Lance Roberts | Sep 11, 2021 | alerts, Markets/Economy, Real Investment Advice
In this 09-10-21 issue of “‘Investors Hold Record Allocations Despite Rising Warnings.“ Market Starts Correction Right On Cue. Investors Record Allocations & Rising Warnings Beige Book Highlights Fed’s Biggest Problem Portfolio Positioning Sector & Market...
